I last reviewed HEICO (HEI and HEI-a) in this May 30, 2025 post. At the time it had just released Q2 and YTD2025 results. With the release of Q3 and YTD2025 results following the August 25 market close, I revisit this existing holding to gauge HEI's valuation. There is no denying that HEI has richly [...]
I last reviewed Zoom Communications (ZM) in this May 27, 2025 post when the most current financial information was for Q1 2026. With the release of Q2 and YTD2026 results following the August 21, 2025 market close, I revisit this existing holding. Business Overview Part 1, Item 1 in ZM's FY2024 Form 10-K (see SEC [...]
In my last Home Depot (HD) review on August 15, 2024, I state that shares are perennially overvalued. The decision to invest in HD typically comes down to how much are you willing to 'overpay'. At the time of that review, the most current financial information was for Q2 and YTD2024. With the release of [...]
In my June 27, 2025 post, I disclose initiating a 200 Accenture (ACN) share position @ ~$284.58 in one of the 'Core' accounts in the FFJ Portfolio. I subsequently acquired: 100 shares @ $281.5887 on July 11; and 200 shares @ $278.5323 on July 28 and disclose these purchases in my July 29, 2025 post. [...]
In my June 3, 2025 post, I disclose my rationale for initiating a 500 share position in Howard Hughes Holdings (HHH) in one of the 'Core' accounts in the FFJ Portfolio. I subsequently increased my exposure to 1000 shares and disclosed this in my June 9, 2025 post; my average cost is ~$67.90. In this [...]
I last reviewed Exxon Mobil (XOM) in this August 2, 2024 post at which time the most current financial information was for Q2 and YTD 2024. In addition, it had relatively recently completed the Pioneer Natural Resources (Pioneer) acquisition. On August 1, 2025, XOM released its Q2 and YTD2025 results thus prompting me to revisit [...]
In my August 17, 2022 Chevron (CVX) post, I touch upon why I think the demise of oil and gas is overblown. At the time, CVX's share price was ~$154. The share price has exhibited wild swings in the past 3 years with the current share price being ~$150 as I compose this post on [...]
I last reviewed S&P Global (SPGI) in this April 30, 2025 post at which time the current share price was ~$492 and the most current quarterly financial information was for Q1 2025. My suggestion was that investors acquire shares in great companies during periods of turmoil. Now that SPGI has released Q2 and FY2025 results [...]
This FFJ Portfolio - July 2025 report is a high-level recap of my activity during the month. In an environment where much does not make sense, it is worthwhile to be prudent. In my FFJ Portfolio - June 2025 report, I note investor willingness to borrow for investment purposes (Debit Balances in Customers' Securities Margin [...]
Despite being a loyal Canadian, I have very little desire to invest in Canadian companies. My reasoning is that I think I can generate superior long-term total investment returns from US companies. Secondly, most Canadian listed companies do not satisfy my risk tolerance. This is why I have made a conscious decision to limit my [...]